About Allan Small
Thanks For Visiting
Hello, I’m Allan Small – Senior Investment Advisor of the Allan Small Financial Group with HollisWealth, a division of Industrial Alliance Securities Inc., and an Insurance Advisor with Hollis Insurance. I’m a designated Financial Management Advisor (FMA) and have the Fellowship of the Canadian Securities Institute (FCSI) designation as well. I’ve been helping clients understand, manage, and grow their portfolios for over 20 years. I know I can help you purchase the best products and create the right plan to help execute your investment strategy – no matter what stage of life you’re at.
My clients say they work with me because I understand the markets and can share valuable knowledge with them while helping manage their portfolios. I am in contact with my clients regularly and easily approachable at all times. I build portfolios that meet my clients individual needs and objectives. I appreciate their confidence and trust.
I offer a one hour complimentary portfolio review (including individual recommendations and analysis on your current portfolio) if you are looking for a second opinion. There is no commitment involved. After our discussion, if we both believe we would benefit by working together, we can move forward at that point. To set up a Portfolio Review, or to read about my investing philosophy, please contact me directly at 416 332 3863 or at firstname.lastname@example.org
A Few Other Facts
Senior Investment Advisor, HollisWealth – 2002 – present
Investment Advisor, Edward Jones – 1999 to 2002
Financial Advisor, Royal Bank – 1997 to 1999
Different media outlets often call on me to share my insight into the markets. I appear regularly on BNN (Business News Network), CP24, Global News, Sunday Money Show on AM 1010 Talk Radio, and 680 News. I am also frequently interviewed by Canadian Press.
I am the author of How To Profit When Investors Are Scared – a guide to smart investing
I’m a proud University of Toronto Graduate
BSc Psychology – Class of 1997
I’m married with four young children, and I am an avid sports fan
I’m a member of Venture Sinai, an organization made up of young philanthropists committed to raising money for the Mount Sinai Hospital and its research institute. I am also the past treasurer of Hillcrest Progressive School.
As independent business owners, HollisWealth advisors are fully invested in you. We know what it takes to be an entrepreneur and will work with you to create a plan that fits your unique business needs and goals. At HollisWealth, you’ll find an advisor who understands how to build your wealth – and is always ready to listen.
A member of iA Financial Group’s wealth management division, HollisWealth is one of Canada’s premier financial advisory networks with over 700 advisors across the country. With a focus on providing investment and financial strategies, HollisWealth offers individuals, families, and businesses fully integrated wealth solutions.
What Our Clients Are Saying
Before I met Allan Small, I was in the workforce and invested with one of the major Canadian banks, my retirement portfolio was going nowhere. After investing with Allan Small, I am now retired and have a secure financial future.
Allan Small has acted as our financial advisor for the past 10 years and during that time we have developed a relationship built on trust and honesty. With Allan’s expertise, our portfolio has produced excellent results on a consistent basis.
I’ve had the pleasure of using Allan’s services for over 10 years. The only thing that has impressed me more than his responsiveness and overall professionalism has been the results. Amazing! I’m looking forward to another 10 years of success!
For the past 12 years my financial future has been in Allan’s capable hands. Allan is honest, trustworthy and dedicated. I trust his advice and guidance, and now in my senior years I am always encouraged by his optimism! Thank you Allan.
As a young investor, it's extremely comforting knowing my financial future is in the safe and fruitful hands of Allan. He's honest, transparent, dedicated to his craft, and he always responds - even on a beach vacation.